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QuoteWerks Update Center
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Version 5.1 Build 2.25 Summary
Version 5.1 Build 2.25 Summary
| 23 New, 30 Fixes, and 7 Miscellaneous features Released on 11/05/2015 View all features/fixes from all builds of version 5.1  Download (105 MB) See a video showcasing the new features. | ||
| New Features - Build 2 | ||
| 1. SugarCRM 7.6 is now supported! [Service Release: 2.02] | ||
| 2. Windows 10 supported since April 2015. [Service Release: 2.04] | ||
| 3. SalesLogix 8.2 is now supported! [Service Release: 2.05] | ||
| 4. Goldmine 2015.2 is now supported! [Service Release: 2.06] | ||
| 5. There are now options of "Default Primary Layout Filter to 'All'" and "Default Additional Primary Layout Filter to 'All'" on the Misc tab of the User Preferences menu. Normally when a QUOTE document is printed, the filter button will default to QUOTE type layouts. These settings override this standard behavior. [Service Release: 2.10] | ||
| 6. There is now a column displaying Internal Notes for Bundles and Configurations on the Bundles and Configurations windows respectively. [Service Release: 2.10] | ||
| 7. QuoteValet Auto-Reminders! How much time do you spend following up with customers reminding them that their quotes are about to expire, or resending quotes to them because you know they have not even viewed them yet, or reminding them that they accepted the quote, but have not paid yet? QuoteValet can now do that all automatically for you! You can set the defaults for these options on the Notifications tab of the QuoteValet Setup window. While the defaults will be applied to all quotes uploaded to QuoteValet, you can also control these reminders at the individual quote level through the [Reminder options] button on the Upload To QuoteValet window. As usual all of these email notification templates are editable for you to customize! Here is a complete list of QuoteValet Auto-Reminder email options:
Remind Recipient if document NOT VIEWED within x days.
Remind Recipient when document is EXPIRING in x days.
Remind Recipient when document is accepted but NOT PAID after x days.
Remind SalesRep if document NOT VIEWED within x days.
Remind SalesRep when document is EXPIRING in x days.
Remind SalesRep when document is accepted but NOT PAID after x days. [Service Release: 2.25] | ||
| 8. For QuoteValet users, the SalesRep is notified by email the FIRST time a customer views the quote since it was uploaded to QuoteValet. There is now an option to have QuoteValet notify the Sales Rep by email EVERY time the customer views the quote. Contact support to request that option be activated. Posted live Dec-4-2015 10:00am. [Service Release: 2.25] | ||
| 9. For Autotask users, you can now create a new Autotask Company and Contact record from the QuoteWerks SoldTo/ShipTo tab using the information already entered on the SoldTo/ShipTo tab. For the feature to be enabled, the SoldTo field cannot already be populated with a contact that was retrieved from Autotask. Also, the Company field, Contact field, and Phone field must also be populated. This feature is available on the toolbar above the SoldTo, ShipTo, and BillTo areas of the Quote WorkBook. There is also an Access Right "CannotCreateCRMContact" that you can set if you do not want specific users to be able to use this feature. [Service Release: 2.25] | ||
| 10. For Autotask users, when saving the Quote, you have the ability to create a new Account To-Do. The To-Do can be linked to the Autotask Account, Contact, and/or Opportunity. When saving an existing Quote in QuoteWerks you have the option to up update the existing Account To-Do that was created by QuoteWerks. Autotask Account To-Dos are a great way to set a reminder about the quote you are working on such as a follow-up call. [Service Release: 2.25] | ||
| 11. For Autotask users, if QuoteWerks creates an Account To-Do when saving the quote, an auto-link will be generated for you on the Links Tab. Clicking on this auto-link will launch the Autotask Account To-Do in a browser. [Service Release: 2.25] | ||
| 12. For Autotask users, there is now a new DataLink option for Account->&AccountManager. This macro will retrieve the Account Manager's name for the specified contact into the designated field. Previously, you could only retrieve the OwnerResourceID field which was a numeric record id for the Account Manager. [Service Release: 2.25] | ||
| 13. The new Salesforce.com integration re-written to use newer SOAP API introduced in QuoteWerks version 5.1 Build 1 now integrates with non-Enterprise editions of salesforce.com without requiring the salesforce.com API module. [Service Release: 2.25] | ||
| 14. On the Purchase Orders tab and Ordered Items tab of the Purchasing Window, the DocNo that the POItem is from is now displayed with the PO Item details. [Service Release: 2.25] | ||
| 15. There are now 3 new options for merging PDF files on the Misc tab of the Tools->My Preferences menu. With the print engine redesign in version 5.1 all of the print elements like Literature, Spec Sheets, File Links, etc are combined into a single PDF file that also contains the quote. When emailing a quote, some users prefer to not combine the Literature, Spec Sheets, and File Links into the actual PDF file that contains the quote itself. We have added the following options to allow for this: "Merge Literature with primary quote PDF", "Merge Spec Sheets with primary quote PDF", "Merge File Link with primary quote PDF". [Service Release: 2.25] | ||
| 16. The main toolbar New split-button now has menu items "New Quote", "New Order", "New Invoice". [Service Release: 2.25] | ||
| 17. The main toolbar New split-button now has a Most Recently Used (MRU) menu on the recent templates you have used. [Service Release: 2.25] | ||
| 18. Added new Misc Access rights "CannotCreateNewQuoteDocuments", "CannotCreateNewOrderDocuments", and "CannotCreateNewInvoiceDocuments". These rights do not have any affect on converting documents or duplicating documents. These rights are designed to stop a user from creating fresh empty documents. [Service Release: 2.25] | ||
| 19. On the Search Fields tab of the Open Document window, under the Item drop down, you can now select PONumber and do a line item level search for a PONumber. [Service Release: 2.25] | ||
| 20. Added Misc Access right "CannotModifyManagementReports". When this is set, on the Management Reports window, a user cannot click on the [Edit] button which prevents them from changing any aspects of the selected report. [Service Release: 2.25] | ||
| 21. The DataLink can now be used to populate the SalesRep field. [Service Release: 2.25] | ||
| 22. On the Open Document window, pressing ENTER while a record in the grid is selected will open the document. [Service Release: 2.25] | ||
| 23. Multiple Monitor enhanced support. Changes have been made to better control which monitors windows appear on when they open. When the "Don't remember window location" option on the Misc tab under Tools->My Preferences is checked, window locations will not be remembered, so windows like the Product Lookup window will just open on the same monitor as the main QuoteWerks application. If this is unchecked then QuoteWerks will remember the last location you positioned the following QuoteWerks windows: Main window, Product Lookup, Configurator, Purchasing, QuoteValet Dashboard, Send Email, and Email Templates. QuoteWerks will position them in those locations the next time you open those windows. QuoteWerks already remembers window sizes and locations per each machine that you use to run QuoteWerks. Now it will also remember separate settings for when you are remoted (using RDP) into a machine running QuoteWerks, and even per which remote machine you are using. This is very useful since often when you remote in you only have access to one monitor, rather than your multiple monitors you have access to when sitting in front of your machine. [Service Release: 2.25] | ||
| Misc Features - Build 2 | ||
| 1. The Salesforce.com UserName is now encrypted when stored in the ini file. | ||
| 2. On the Primary sub-tab of the Layout tab selecting the print layout will now automatically check the checkbox. | ||
| 3. Pressing the ESCAPE key while on the Print Window now closes the window. [Service Release: 2.06] | ||
| 4. If the Primary layout selected for a ORDER type document is a SALES ORDER, then the SALES ORDER filter ribbon button will be selected by default. [Service Release: 2.10] | ||
| 5. Increased the width of the fields on the Custom tab of the Quote WorkBook by 20%. [Service Release: 2.10] | ||
| 6. The File->Save As menu has been removed. The functionality is replaced with the File->Duplicate menu. [Service Release: 2.25] | ||
| 7. The Act for Web integration DLL has been upgraded to .NET framework 4.0 and installed to c:\program files\common files\quotewerks. [Service Release: 2.25] | ||
| Fixes - Build 2 | ||
| 1. On the Remote tab of the Tools->Options menu the "Location of laptop installation:" selection was not being saved. | ||
| 2. The "Keep the original price and clear Price Modifier" option on the Adjust Price dialog was not clearing the Price Modifier. | ||
| 3. Error "bad request" when attempting to upload files to the QuoteValet tenant site. | ||
| 4. For SugarCRM users, the AssignedTo field was getting cleared out when updating an existing opportunity. This issue was introduced again in Version 5.1 Build 1. [Service Release: 2.02] | ||
| 5. QuoteWerks would terminate during PDF generation in certain circumstances related to the pictures on the quote. [Service Release: 2.03] | ||
| 6. Duplex selection on the Printer Selection dialog was being ignored. [Service Release: 2.04] | ||
| 7. When generating print output, in certain cases would receive Error in RvdPictureListAddFromFile or Error in RvdPictureListReplaceFromFile. This issue would also consume system resources. [Service Release: 2.05] | ||
| 8. When running the Medic Utility, would receive Run-time error '339', Component 'MSADODC.OCX' or one of its dependencies not correctly registered: a file is missing or invalid. This issue was introduced in v5.1 Build 1. [Service Release: 2.05] | ||
| 9. When Word merging, the "Begin" and "End" macro fields for a section would remain after the merge. This issue was introduced in v5.1 Build 1 [Service Release: 2.06] | ||
| 10. When Word merging, if an "items" section used a CustomText or ItemType identifier that contained non-alpha numeric characters or if the casing did not match, macro fields for the section would remain after the merge. This issue was introduced in v5.1 Build 1 [Service Release: 2.06] | ||
| 11. For MS CRM users, only the first 21 existing MS CRM opportunities were being displayed in the existing opportunities list on the "Create MS CRM Sales Opportunity" window. Now the first 200 are listed. [Service Release: 2.07] | ||
| 12. For API users, the DocFunctions.DocumentPrint method was returning error 2. [Service Release: 2.07] | ||
| 13. When applying changes to selected users, when customizing columns, publishing menus, etc would receive error similar to "Note, the user ' | ||
| 14. When printing from the Preview window, you can now specify the page range to print. This issue was introduced in v5.1 Build 1. [Service Release: 2.07] | ||
| 15. For SalesLogix users, now the software is renamed to "Infor CRM" so it was not detecting SalesLogix as running when it was. [Service Release: 2.10] | ||
| 16. For Etilize users, When pulling a part number through Etilize (sample part number - "01-SSC-0215"), the picture shows in the Etilize panel, but if the part is added to the quote, an error appears at the bottom of QuoteWerks saying that it can't find the product database "{vendor name}" where it lists the name of the vendor chosen in Etilize. The image does not display in the Picture Preview window or on the quote that is created. [Service Release: 2.10] | ||
| 17. Medic Utility error. The QuoteWerks Backend DLL initialized is not for version 5.1 of QuoteWerks. It appears to be for version 5.2. [Service Release: 2.10] | ||
| 18. The SelectAll and Deselect all buttons on the Print Window for Literature, Spec Sheets, and File Links were not working. [Service Release: 2.13] | ||
| 19. When Word merging some line shapes had arrows displayed on the end even though the word document did not have that option set. [Service Release: 2.13] | ||
| 20. When using the Reporting option to export to a CSV file, quotation characters (character #34) are now doubled up. [Service Release: 2.13] | ||
| 21. For SalesLogix 8.1 and earlier version users, the changes made to detect if Infor CRM was running caused issues with these earlier versions still named SalesLogix. [Service Release: 2.13] | ||
| 22. For Autotask users, Inactive Labor items will no longer be retrieved from Autotask from a Product Lookup search. [Service Release: 2.25] | ||
| 23. For Autotask users, there was an issue when creating Service Items in Autotask. Service Items would always be created as Charge Items. [Service Release: 2.25] | ||
| 24. For Autotask users, from the Save Window, if you were in 'offline' mode, the 'Create New Account Note(s)' option would still be enabled. [Service Release: 2.25] | ||
| 25. For salesforce.com users, when copying date or date time/information into a salesforce.com field that was a text type field, the time information would be stripped and the date would be reformatted as "YYYY-MM-DD". [Service Release: 2.25] | ||
| 26. In the Medic Utility, when using the Utilities -> System Database Setup, would receive error "Item cannot be found in the collection..." [Service Release: 2.25] | ||
| 27. When a SQL hosted Remote installation of QuoteWerks is in the middle of a synchronization and the network connection is lost, when restarting QuoteWerks the error "Error, no records found in SecurityAccounts table!" could be received. Changes have been made. Now the records from the table SecurityAccounts are copied into the SecurityAccounts_BACKUP_DataOnly table immediately before all the records are deleted out of SecurityAccounts in preparation to receive the newer records from the master installation. When QuoteWerks starts, if it detects that there are no SecurityAccounts records, it checks to see if it is a Remote installation and checks to see if the SecurityAccounts_BACKUP_DataOnly table exists. If both conditions are true then it restores the SecurityAccounts data back to the pre-synchronization version. At this point the user can log back into QuoteWerks and run the synchronization process again. [Service Release: 2.25] | ||
| 28. When performing a Microsoft Word Merge with picture macros, the picture would appear using the original dimensions of the picture. The image will now obey the bounders of the container of the macro such as a Table Cell Width or the size of the page itself if the image is not inserted into a bounded section. [Service Release: 2.25] | ||
| 29. For API users, calling the DocFunctions.DocumentPrint method and passing an empty "" printer name parameter, QuoteWerks was prompting for a printer selection instead of printing to the default printer. [Service Release: 2.25] | ||
| 30. The Auto-Links window was not being populated when QuoteWerks was set up to use MS CRM as the Contact Manager. [Service Release: 2.25] | ||
| New Features - Build 1 | |
| 1. ACT! version 18 is now supported! | |
| 2. ACT! for Web version 17 is now supported! | |
| 3. QuickBooks 2016 is now supported! | |
| 4. Sage 50 US Edition (Peachtree) 2016 is now supported! | |
| 5. MS CRM v7.1 (2015 update 1) is now supported! | |
| 6. ConnectWise 2015.5 is now supported! | |
| 7. ConnectWise 2015.6 is now supported! | |
| 8. Autosave feature. Autosave will save the quote to the database about every 2 minutes as triggered by activity. Since AutoSave is automatic and inline while you are composing your quote, AutoSave quickly saves the quote to the database, but does not save changes to the CRM or to QuoteValet since those take much longer. When you do a full save you will be prompted to update your CRM and QuoteValet. Also when a quote is closed that was only AutoSaved, you will be prompted to do a full save. If the currently open quote has never been saved you will be prompted to save the quote, after which auto-saves will then continue automatically without further input. AutoSave can be enabled per user by checking the "Enable AutoSave" checkbox on the Misc tab of the Tools->My Preferences menu. | |
| 9. In June 2015 Google has discontinued the API QuoteWerks (and other apps) used to query Google contacts. Google contacts integration was re-written to use Google's new API.
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| 10. Salesforce.com integration re-written to use newer SOAP API. Now salesforce.com custom fields listed in the DataLink mappings will show the actual field names with the "__c" postfix rather than field ids. When this update is installed, it will require that you re-setup any DataLink mappings that mapped data to or from a salesforce.com custom field to use their new "__c" name.
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| 11. QuoteWerks now merges Microsoft Word Documents without automating Microsoft Word. As a result, Microsoft Word Merging no longer requires Microsoft Word to be installed or running on workstations. Additionally, instead of a merge taking 90 seconds when automating Word, the merge takes 5 seconds or less. | |
| 12. The printing system has been completely revised. Fundamentally the change is that now all output creates a PDF file that is then previewed, printed, emailed, etc. These changes are required to accommodate the upcoming QuoteWerks Web offering. Additionally, all the individual components are now created as individual PDF files and then merged together. This approach allows for control of the order in which the individual print elements are assembled which now can be manually adjusted on the Print window. These changes will affect the ability to display the "Page X of Y" page totals. The "Page X" will still work, but since the individual print elements are individually created as separate PDF files and then later merged together, at the time of the creation of each individual print element the "of Y" component is unknown and therefore cannot be supplied. As a solution to this QuoteWerks will automatically write into the bottom right corner of each page of all the assembled PDF files the "page x of y" notation onto each page of all the assembled PDF files.
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| 13. On the Print window, the Layouts tab now has two subtabs "Primary" and "Additional". You can now select multiple print layouts and combine them together in whatever order you like resulting in a single output. Prior to this feature you could only select one layout that output all the line items. With this new functionality, for example, you can create an output that prints all the line items, and then another layout that just prints the summary of the sections based on item type. You can select a single layout on the "Primary" subtab, and you can select multiple layouts on the "Additional" subtab. | |
| 14. If a Word documents is selected from the File Links tab during the print selections process, that file is now merged and converted to PDF format and included in the Single PDF output file. Previously, when a word document was selected from the Links tab on the Print window and the option to email was selected, the word document would just be included in the email as an attachment. | |
| 15. Word documents can now be used as Spec Sheet documents. | |
| 16. Word documents can now be used as Literature documents. | |
| 17. Word documents can now be used as CoverPage documents. | |
| 18. PNG images can now be inserted into the Print Layouts. | |
| 19. On the Print window, on the "Primary" and "Additional" subtabs of the Layout tab, there is now a "Filter by" section that enables you to quickly filter the type of print layouts displayed in the list. The filters are All/Quote/Order/Sales Order/Purchase Order. | |
| 20. PNG and JPG files are compressed image files. When they are embedded into the layout's FPC file, they were stored in an uncompressed MUCH larger size. Now they are stored in the FPC file in their smaller compressed size. | |
| 21. The Preview window now has [Find] and [Find Next] buttons. | |
| 22. The Preview window now has [Zoom in] and [Zoom out] buttons. | |
| 23. On the Reports window, there is now a [Save as PDF] button to enable you to run and save the report directly to a PDF file. | |
| 24. The Misc Access right "CannotDisplayAllLayouts" has been renamed to "CannotUsePrintLayoutTypeDifferentThanDocType". | |
| 25. Added the new Misc Access rights "CannotUseOrderPrintLayout", "CannotUseInvoicePrintLayout", "CannotUseSOPrintLayout", and "CannotUsePOPrintLayout". These can be used to control if these types of print layouts appear on the Layouts tab of the Print window. | |
| 26. Per each user, you can now set a default Cover Page. You do this by clicking on the black star icon on the Cover Page tab of the Print window. This will set the default for the logged in user for the type of document that is currently open like QUOTE, ORDER, or INVOICE. You can set a default cover page individually for each of the 3 doc types. | |
| 27. Per each user, you can now set a default Print Layout. You do this by right clicking a Print Layout or Word Document on the "Primary" subtab of the Layouts tab of the Print window. This will set the default for the logged in user for the type of document that is currently open like QUOTE, ORDER, or INVOICE. You can set a default Print Layout individually for each of the 3 doc types. | |
| 28. The [New] toolbar button on the main window, now has a split-button menu option for 'New from Template'. | |
| 29. For Product Content Subscribers, when using the Etilize Panel on the Quote Workbook to change the Vendor Cost of an existing line on the quote and the Price for the line is calculated using a price modifier, the Adjust Price window will now appear. This enables you to decide how to handle the cost change like "Keep the original price and clear Price Modifier", "Keep the original Price Modifier", "Keep original price and re-calculate closest Price Modifier", or "Manually adjust the Price Modifier". | |
| 30. Added a Edit->Add Formula menu to make it easier to add Product/Service type line item using a formula to calculate the price for it. You still use the "Edit->Product/Service formula..." menu to edit the formula. | |
| 31. The Summary Line now has some additional features. When a Percent Discount line item is directly below the Summary Line, and the Summary line is summing the ExtendedPrice field, if the TaxCode for the discount line is set to a taxable code, the discount amount will also lower the appropriate amount of sales tax. | |
| 32. On the Edit Product window, the F2Lookup is now supported for the Internal Part Number field. | |
| 33. For Autotask users, when QuoteWerks creates items on an Autotask quote, QuoteWerks can now create Autotask Service Items in addition to Autotask Product and Autotask Cost Items. | |
| 34. For the feature where QuoteWerks automatically writes the "page x of y" notation onto the bottom right of each page of all the assembled PDF files, you can now control the "page x of y text" by setting the ini key "PageCountPhraseMacro=%x% of %y%" under the [Defaults] section of the site.ini file. Also, you can disable this phrase from being written at all by setting the ini key "DisablePageCountPhraseMacro=-1" under the [Defaults] section of the site.ini file. | |
| 35. When a document requires an approval before an action can be performed, there is now a new Misc Access security right "NonMasterRightsUser_CanOverrideApprovalRequirement" that can be assigned to any users that you want to give the authority to be able to override the required approval.
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| 36. For MS CRM users, you can now create a new MS CRM Company record from the QuoteWerks SoldTo/ShipTo tab using the information already entered on the SoldTo/ShipTo tab. For the feature to be enabled, the SoldTo field cannot already be populated with a contact that was retrieved from MS CRM. Also, the Company field and Contact field must both be populated. This feature is available on the toolbar above the SoldTo, ShipTo, and BillTo areas of the Quote WorkBook. There is also an Access Right "CannotCreateCRMContact" that you can set if you do not want specific users to be able to use this feature. | |
| 37. For Corporate Edition users, you can now create custom menu items under Tools->Customize Menus that run VBS VBScript files. This enables you to write code to perform actions on the currently open quote when selecting custom menu options. For example, you can create a new Edit->Round Prices by ItemType menu and then have it run VBScript code in the specified file which will perform that action. You can create many different custom menus to perform unique different actions on the quote based on your needs rather than the same script running every time for every quote (like the Event driven scripting). In the script you will have access to the API Application object and other objects. For a complete list of available objects, please see the QuoteWerks API SDK. Additionally, We offer professional services to assist in the writing of these scripts. | |
| 38. You can now edit a Serial Number on the Purchase Orders or Ordered Items tab of the Purchasing window. To edit the Serial Number, hold down the SHIFT key while clicking on the Serial Number hyperlink. | |
| 39. You can now edit a tracking number on the Purchase Orders or Ordered Items tab of the Purchasing window. To edit the tracking number, hold down the SHIFT key while clicking on the tracking number hyperlink. | |
| 40. The Optional Items window now displays the Quantity of the optional item in a column. | |
| 41. The Required Items window now displays the Quantity of the required item in a column. | |
| 42. On the PO Items list on Purchase Orders tab of the Purchasing window there is now a "Change ShipVia..." right click menu. This is useful for changing this if the user made a mistake on a manual PO when initially specifying the ShipVia. This is also useful for specifying the ShipVia for electronically placed orders for situations when the PO item is being drop shipped directly by the manufacturer since you usually do not receive that information back from the distributor. Currently the only ShipVia options are "UPS Ground,FedEx Ground,FedEx Standard Overnight" since those are the ShipVia values that QuoteWerks generates shipping tracking URLs for.
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| 43. On the Purchase Orders list on the Purchase Orders tab of the Purchasing window there is now a "E-mail PO..." right click menu. This will generate an HTML formatted Purchase Order and pre-fill the Send Email window with it. You can use this to email purchase orders to your vendors. The html format of the PO is not editable at this time. | |
| 44. On the Purchase Orders list on the Purchase Orders tab of the Purchasing window there is now a "Save PO as PDF..." right click menu. This uses the same non-editable format as the html PO. | |
| 45. On the Purchasing tab of the Purchasing window when you use the [Create PO] button to create a manual PO, you can now enter ship to location details in the new Purchase Order. | |
| 46. On the Purchasing window, when entering tracking numbers manually, USPS is now available as a Carrier selection. You can also click on that tracking number and it will display the tracking information on the USPS (US Postal Service) website. | |
| 47. On the Purchase Orders list on the Purchase Orders tab of the Purchasing window the "Edit PO..." right click menu now enables you to edit ShipTo information if the Purchase Order was a manually created Purchase Order. | |
| 48. There is now a Site-wide setting to exclude up to four ItemTypes from being displayed on the Purchasing tab of the Purchasing window. This feature is used to exclude items that you do not need to create purchase orders for such as labor or items from your own inventory. These exclusions can be setup on the Accounting tab of the Tools->Options menu. | |
| 49. On the Purchase Orders list on the Purchase Orders tab of the Purchasing window there is now a "Disable Real-time Status Updates..." right click menu available for Purchase Orders that QuoteWerks placed electronically with Tech Data, Ingram Micro, SYNNEX, or D&H. In certain cases you will want to start making manual changes to the status of the Purchase order. When you do that you can disable the real-time status updates so that it does not overwrite your changes. Once you have disabled the real-time status updates, you can manually enter tracking numbers, serial numbers, and receive the items manually. Once real-time status updates have been disabled, an "E*" indicator will be displayed next to the order date instead of the regular "E" for electronic order.
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| 50. On the PO Items list on Purchase Orders tab of the Purchasing window there is now a "Remove FulfillmentItem record (Override)..." right click menu. This is useful in accommodating distributor changes that happen to orders. For example, if you place an order for 4 hard drives and Tech Data initially returns an order status saying that all 4 will ship together from a single warehouse, QuoteWerks would create that record. However, if a day later, you receive a new order status saying that the 4 drives will ship from 3 different warehouses, you can use this feature to remove the single FulfillmentItem record that contained 4 items, then you can get another order status update and this time QuoteWerks will be updated with the 3 separate FulfillmentItem records from each warehouse that will fulfill the 4 items total.
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| 51. On the PO Items list on Purchase Orders tab of the Purchasing window there is now a "Mark as Shipped (Override)..." right click menu. This is useful in accommodating distributor changes that happen to orders. For example, if you place an order for 1 hard drive from D&H and D&H initially returns an order status saying that the hard drive will be backordered, QuoteWerks will record this. Then a day later D&H modifies the PO to create a new sales order for the same item, but this time ordering it direct from Lenovo, this now creates duplicate records for the same order. In this case you will want to use the other new feature "Remove FulfillmentItem record (Override)..." to remove the record for the backordered item that will never ship. Then you will want to use this new "Mark as Shipped (Override)..." feature to flag the direct shipped hard drive as shipped since D&H will not be returning status updates of when vendor drop shipped item is shipped. This feature will then change the QuoteWerks FulfillmentItem record to indicate "Shipped" instead of "Open".
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| 52. On the Purchase Orders list on Purchase Orders tab of the Purchasing window there is now an "Export..." right click menu if you are holding the SHIFT key when right clicking. This can be used to email QuoteWerks Technical Support an electronic purchase order for use in debugging issues.
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| 53. On the Purchase Orders list on Purchase Orders tab of the Purchasing window there is now a "Cancel PO..." right click menu. This is useful to indicate that an order has been canceled. This does not actually cancel an order with a distributor.
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| 54. Added new option in the Item Cost changed window of "Keep original price and clear Price Modifier". All the numbers now are formatted with currency and thousands separators. The first option has been renamed to "Attempt to keep the original price by re-calculating to closest Price Modifier". The text color of this first option will change the color red if the original price cannot be achieved using a Price Modifier.
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| 55. The Datalink feature now enables you to configure mappings when retrieving Ship To and Bill To Contacts from your contact manager. Previously, you were limited to only when retrieving the Sold To Contact. This feature is useful if you store Tax Rate information in your CRM under ship to contacts vs your SoldTo contacts as it can now be retrieved when your Ship To contact is added to the QuoteWerks document. This new mapping can be used in so many ways including copying and information from ShipTo or BillTo contact fields in your CRM into a CustomText field in QuoteWerks, effectively filling out numerous fields in the quote with the successive selection of SoldTo, ShipTo, and BillTo contacts. | |
| 56. Added F2Lookup support for the Ship From postal code on the Real-time shipping estimate window. Useful to enter in common Ship From postal codes like the postal codes of each of the warehouses of your distributors. useful in creating shipping cost estimates that your distributors may charge you. | |
| 57. For Product Content Subscribers, there is a [Remove 0 Availability] button on the Etilize Product Comparison window. After retrieving Pricing and Availability from your distributors, click on this button to remove all results in the Product Comparison that do not availability from at least one of the distributors found by Etilize and the PartLocator. While this feature is very useful, it is important to note, that some distributors will show 0 physical warehouse availability, but would be able to drop ship direct from the manufacturer. | |
| 58. For Product Content Subscribers, there is a [Remove 0 Cost] button on the Etilize Product Comparison window. After retrieving Pricing and Availability from your distributors, click on this button to remove all results in the Product Comparison that do not have a Cost > 0 from at least one of the distributors found by Etilize and the PartLocator. This will also remove items that are not available from at least one distributor. If real-time Pricing and Availability is requested from a distributor and the results return that the distributor does not carry the item or you are not authorized to sell the item, QuoteWerks will show the result with a 0.00 cost. Using this feature you can de-clutter and remove lots of results that are non-useable from your search results.
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| 59. The installation and updating process is 50% faster in most cases. | |
| 60. Outlook 2016 is now supported! [Service Release: 1.01] | |
| 61. The QuoteValet Dashboard and the QuoteValet Web dashboard now indicate when a quote is "LOST" or "Open (EXPIRED)" [Service Release: 1.01] | |
| 62. For QuoteValet users, When you Convert a Quote to Lost, there is now an option to recall the quote if it was uploaded to QuoteValet. [Service Release: 1.01] | |
| 63. For Quotevalet users, if a quote that was uploaded to QuoteValet is converted to Lost, then if the customer views the quote using the old QuoteValet link the customer will not be able to accept the quote and they will see a message indicated that an updated quote is required. [Service Release: 1.01] | |
| Misc Features - Build 1 | |
| 1. The option to send an email attachment as RTF has been removed. This used to be on the Preview window, File->Send Email->As RTF. Also it was a default on the E-Mail tab of the Tools->User Preferences menu to be used when clicking on the [E-Mail] button on the Print window. | |
| 2. On the Print Preview window the File->Copy To clipboard feature that copied the Preview into the Windows Clipboard in an RTF format has been removed. | |
| 3. On the Reports window, the [Export] button now only has the option to export a report output to a Comma Delimited text file format (CSV). The option to export to HTML and RTF have been removed. Also the option to export to PDF has been removed from here and instead there is a direct [Save as PDF] button to perform this operation. | |
| 4. FaxRush support was removed. | |
| 5. Daily Tip display enhancement. The daily tip will now display only after QuoteWerks has been running for at least 2 minutes. | |
| 6. Beta support activated for Outlook 2016. | |
| 7. When performing a Microsoft Word Merge with Alternate Currency fields, the Alternate Currency Fields are now formatted with the Alternate Currency Symbol and digit grouping separators. | |
| 8. The Autotask integration DLL has been upgraded to .NET framework 4.0 and installed to c:\program files\common files\quotewerks. | |
| 9. The ConnectWise integration DLL is now .NET framework 4.0 and installed to c:\program files\common files\quotewerks. | |
| 10. The SugarCRM integration DLL has been upgraded to .NET framework 4.0 and installed to c:\program files\common files\quotewerks. | |
| 11. Beta support activated for SugarCRM 7.6. | |
| 12. UI changes, Older 3D grey option buttons have been removed, also older 3D drop down combo boxes have been removed. | |
| Fixes - Build 1 | |
| 1. In v4.9 Build 9, database changes were applied to native product databases. If a native product database was not located in the root \QuoteWerks folder, the database changes would not be applied to it. | |
| 2. When selecting optional items to add to the quote, the quantity specified for the optional item was not being applied. | |
| 3. When using Azure hosted product databases, they would sometimes lose their connection. When that would happen you would receive errors like: "Error (-2147467259) TCP Provider: An established connection was aborted by the software in your host machine." and "Error (-2147467259) Communication link failure" in QWOpenRecordset and in FindProductRecordEx. Now, this disconnect will be detected and you will be prompted with "It appears the connection to the database was lost. Would you like to try to re-connect now?" which will then re-connect to the Azure Product database. | |
| 4. For QuoteValet users if payment processing was not enabled, on the Reporting tab of the QuoteValet Dashboard the word "PAID" would appear in front of the entry for an accepted quote. | |
| 5. For Autotask users, when a Autotask quote was created or updated and it contained a Labor item that did not exist in Autotask, then the default Allocation Code for the item would be used instead of the mapped Allocation Code. Since the Autotask API does not support creating a Labor item, QuoteWerks instead creates a Cost item on the quote. | |
| 6. For Autotask users, on the Product Data Source tab of the Autotask Setup window, the Tax Code selection for the Autotask Services database was being saved, but not used and was always defaulting to Taxable. | |
| 7. For Autotask users, QuoteWerks used the a Product's Manufacturer Part Number to determine if a new product needed to be created in Autotask. QuoteWerks now uses the Autotask Item Name to determine if a new product needs to be created. | |
| 8. If the "ProfitAmount Option vs the Sale Amount" was enabled in a CRM that supported the feature and then the user switched CRMs to Autotask or ConnectWise, the numbers in QuoteWerks would not match Autotask/ConnectWise as the Profit was being sent instead of the actual sale amount. | |
| 9. Westcoast users, retrieving Pricing and Availability with a part number that contained non-alpha numeric characters like #, an error would be returned. | |
| 10. When performing a Microsoft Word Merge, the &DI_AlternateExtendedCost macro was being ignored. | |
| 11. For ConnectWise users, the Create Contact Button on the Sold To / Ship To Tab would return error "Error 438, object doesn't support this property or method." | |
| 12. On the Purchase Orders tab of the Purchasing window, clicking on the Order Date column heading now sorts correctly. | |
| 13. For Product Content Subscribers, "Auto retrieve realtime pricing & availability for Etilize" setting under the Misc tab of the Tools->My Preferences menu was ignored on the Quote Workbook when showing the Etilize panel by pressing the "Show / Hide Etilize Panel" toggle button. | |
| 14. For ConnectWise users, when creating/updating a ConnectWise Opportunity and QuoteWerks groups are configured to be sent to ConnectWise bundles, products would not be written to the opportunity and an error would be returned when the first line of the QuoteWerks document is a Group Header and there is a shipping item that is being saved back to the ConnectWise opportunity as a product. | |
| 15. For ConnectWise users, when adding a recurring forecast line to a ConnectWise Opportunity, if the Cycle Basis in QuoteWerks was not set correctly, ConnectWise would return "The error returned was: 'Server was unable to process request. ---> Object reference not set to an instance of an object.'" and the Opportunity creation in ConnectWise would Rollback. | |
| 16. For ConnectWise users, when adding Bundles to a ConnectWise Ticket, the Bundle Header was not linked to the sub-items. This caused a problem with total value of the bundle to the individual values of the group members, effectively doubling the value of the bundle. The unlinked group header is no longer sent to the ConnectWise Ticket. | |
| 17. For SugarCRM users, saving a new quote to an existing Opportunity, would show the campaign's ID field instead of the campaign's name. | |
| 18. For SugarCRM users, Opportunity Probability can no longer be set in SugarCRM 7.5+. You can change the probability by changing the Sales Stage. We have now disabled the probability field to reflect this SugarCRM change in SugarCRM versions 7.5 and higher. | |
| 19. For SugarCRM users, the AssignedTo field was getting cleared out when updating an existing opportunity. | |
| 20. For SugarCRM users, not setting a CloseDate for an existing opportunity on SugarCRM Enterprise 7.5+ would cause a Type mismatch error 13. | |
| 21. For SugarCRM users, the AssignedTo field in QuoteWerks will now display the User's Name instead of the Logged In name in SugarCRM 7.0+. | |
| 22. For SYNNEX users, using online ordering, the Third Party Freight account number information was not being included in the online order submission. | |
| 23. For Tech Data users, when verifying pricing and availability during the ordering process would receive error "Error, a warehouse code was not found...". | |
| 24. When entering a values like "--9%", "--25", "++25.35" or "++10%", in a UnitCost or UnitPrice cell on the Document Items tab, a Data type conversion error would occur. | |
| 25. For salesforce.com users, the "Update salesforce.com Opportunity name with Document name." option on the salesforce.com setup window was not getting saved. After this update is applied you will need to go back to the setup window and check option again to save it. This issue was reported as the File->Rename not updating the salesforce.com opportunity name.
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| 26. For MS CRM users, when saving a new quote and choosing to create an MS CRM opportunity, and then immediately closing the quote you would be prompted to save the quote saying that changes needed to be saved. | |
| 27. For MS CRM users, when saving a quote and choosing to update an existing MS CRM opportunity, if the MS CRM opportunity was created initially with a certain contact and then in QuoteWerks you changed the SoldtoContact, and then chose the option to Create/Update the MS CRM opportunity, the MS CRM opportunity was not getting updated to reflect the new SoldToContact associated with the MS CRM opportunity. | |
| 28. For MS CRM users, after converting a quote into an order, the existing MS CRM opportunity description would be removed resulting in a blank description in the closed won MS CRM opportunity. | |
| 29. For MS CRM users, On the SoldTo/ShipTo tab of the Quote WorkBook, clicking on the "Display Contact in Contact Manager" button would not work for MS CRM 4.0 users. | |
| 30. For QuickBoooks users, on the Purchase Orders tab of the Purchasing window, choosing the "Sync Received Items to QuickBooks" button sometimes would encounter the error message "Creation of ItemReceipt record in QuickBooks failed, QuickBooks is reporting that this PO Item is already fully received!". In some cases QuoteWerks would then terminate. Changes have been made so that when this situation occurs, you will be provided with information about the specific PO item that is already received and will be given a chance to manually mark that PO item receipt as fully exported to QuickBooks, eliminating this message from occurring again. If multiple items have been received in QuickBooks, then each time you run or re-run this "Sync Received Items to QuickBooks" you will be prompted and you can continue to choose "yes" to manually mark the item as received until all the items manually received in QuickBooks are marked as exported in QuoteWerks. | |
| 31. For Tech Data USA customers, the "View URL" on the Etilize Panel has been updated to accommodate changes to the Tech Data website. | |
| 32. When changing the Line Item Attributes, the Edit->Edit Line Attributes menu, of a line item on the Quote Workbook, if the option "Is Recurring" is set to "Yes", the Billing Cycle and Cycle Basis fields are now required. | |
| 33. In the layout designer formula, Using the formula: round(documentitems->qtytotal,2) when documentitems->qtytotal was negative number like "-1" was incorrectly rounded to "-0.99". | |
| 34. For Autotask users, when linking to an existing Autotask Opportunity, the drop-down list of existing Autotask Opportunities would return all Opportunities including Closed Opportunities. QuoteWerks will now only return Open Opportunities from Autotask. | |
| 35. For Autotask users, when retrieving Products from Autotask, multi-line descriptions with line breaks would be printed as a single line on QuoteWerks Print Layouts. | |
| 36. If a user has been set as Inactive, and that user is listed as an Approver or Escalated approver, the user was still being included as a recipient when an email request for approval was sent out. | |
| 37. On the select email address window, the list of QuoteWerks Users email addresses no longer include Inactive users. | |
| 38. Setting Default literature would not retain the last literature selected. [Service Release: 1.01] | |
| 39. Would receive error message about blank sQuoteWerksOUM passed into ConnectWiseReturnUnitOfMeasureForQuoteWerksUnitOfMeasure. [Service Release: 1.01] | |
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